Firm Management
Latest News
60% of CFOs Say Their Organizations are Ready to Implement and Work With AI, but Only 35% are Using AI in Finance
A Scalable Talent Model Can Be Much More Than a Safety Net for CPA Firms in Need of Skilled Talent
Labor Challenges Persist Among Mostly Confident Business Owners, According to CBIZ Index
How PTO Policies Can Attract Top Talent
Are Firms with a Vision More Successful than Firms Without One?
This is a very difficult question because the best firms often perform well in multiple areas, so it’s impossible to filter out the individual impact of disciplines such as visioning, marketing, developing staff, accountability and management and leadersh
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BillQuick 2015 Offers Improved Project Management Functions, Faster Performance
In addition to performance improvements, the 2015 version includes over 75 new features that give users increased project visibility, powerful project-based accounting and management functionality.
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AICPA Accepting Applications for Scholars Leadership Workshop
The American Institute of CPAs is now accepting applications for its Accounting Scholars Leadership Workshop. The Workshop, which is now in its 21st year, is an invitational program held annually for minority accounting students who plan to pursue the CPA
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SMBs Lose Money by Relying on Outdated Expense Management Tools
The survey asked more than 200 SMB financial decision makers questions related to expense, travel, and invoice and was able to identify employee needs such as greater flexibility, automation, and incentives for compliance. However an array of frustrations
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Thought Leader Symposium: The Annual Event that Keeps on Going
Once a year, CPA Practice Advisor and a group of key software vendors in the accounting space serve as host to the profession's think tank, the Thought Leader Symposium (TLS). Approximately 30 participants from across the accounting profession gather ...
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2015 Review of CRM Systems for Accounting Firms
The nature of a CRM system is to provide a central location to keep track of all communications activity with a customer, client or prospect, or anyone you do business with.
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2015 Review of Zoho CRM
Zoho is a great solution for organizations that are serious about establishing a comprehensive process for tracking and managing all contact / client communications. The scope of features available with Zoho exceeds the needs of most organizations. Ideall
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2015 Review of Results CRM
Results CRM can fit very well in virtually any small business or accounting practice. If your organization uses QuickBooks, the integration is very deep and can really enhance your ability to maintain a good grip on all of your client or customer activity